+620.2%
ADI vs WMB
+282.5%
+337.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.6% |
| 7D | +9.5% | +7.8% | +1.6% | +6.5% |
| 30D | -1.4% | -5.1% | +3.7% | +0.7% |
| 3M | +4.7% | -4.7% | +9.4% | +6.5% |
| 6M | -7.4% | -7.4% | 0.0% | -5.2% |
| YTD | +48.1% | +17.5% | +30.6% | +38.4% |
| 1Y | +69.6% | +19.5% | +50.2% | +57.4% |
| 3Y | +144.4% | +121.3% | +23.1% | +77.9% |
| 5Y | +134.1% | +200.5% | -66.4% | +50.7% |
| All | +620.2% | +282.5% | +337.7% | +281.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling